EP Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
10,181
+109
| +1% | +$14.5K | 0.01% | 504 |
|
|
2025
Q1 | $1.25M | Sell |
10,072
-169
| -2% | -$21K | 0.01% | 450 |
|
|
2024
Q4 | $1.39M | Buy |
10,241
+48
| +0.5% | +$6.5K | 0.01% | 422 |
|
|
2024
Q3 | $1.42M | Buy |
10,193
+3,160
| +45% | +$441K | 0.01% | 422 |
|
|
2024
Q2 | $903K | Buy |
7,033
+945
| +16% | +$121K | 0.01% | 412 |
|
|
2024
Q1 | $796K | Sell |
6,088
-624
| -9% | -$81.6K | 0.01% | 421 |
|
|
2023
Q4 | $840K | Buy |
6,712
+27
| +0.4% | +$3.38K | 0.01% | 397 |
|
|
2023
Q3 | $733K | Buy |
6,685
+4,005
| +149% | +$439K | 0.01% | 390 |
|
|
2023
Q2 | $673K | Sell |
2,680
-40,175
| -94% | -$10.1M | 0.01% | 405 |
|
|
2023
Q1 | $4.01M | Buy |
42,855
+39,805
| +1,305% | +$3.73M | 0.07% | 156 |
|
|
2022
Q4 | $330K | Buy |
+3,050
| New | +$330K | 0.01% | 453 |
|
|
2022
Q3 | – | Sell |
-8,975
| Closed | -$945K | – | 467 |
|
|
2022
Q2 | $945K | Buy |
8,975
+5,922
| +194% | +$624K | 0.02% | 266 |
|
|
2022
Q1 | $382K | Buy |
3,053
+148
| +5% | +$18.5K | 0.01% | 439 |
|
|
2021
Q4 | $403K | Sell |
2,905
-246
| -8% | -$34.1K | 0.01% | 401 |
|
|
2021
Q3 | $410K | Buy |
3,151
+440
| +16% | +$57.3K | 0.01% | 370 |
|
|
2021
Q2 | $360K | Sell |
2,711
-52
| -2% | -$6.91K | 0.01% | 403 |
|
|
2021
Q1 | $354K | Buy |
2,763
+82
| +3% | +$10.5K | 0.01% | 379 |
|
|
2020
Q4 | $306K | Sell |
2,681
-141
| -5% | -$16.1K | 0.01% | 341 |
|
|
2020
Q3 | $249K | Hold |
2,822
| – | – | 0.01% | 314 |
|
|
2020
Q2 | $240K | Buy |
+2,822
| New | +$240K | 0.01% | 338 |
|
|
2020
Q1 | – | Sell |
-3,016
| Closed | -$291K | – | 404 |
|
|
2019
Q4 | $291K | Hold |
3,016
| – | – | 0.01% | 333 |
|
|
2019
Q3 | $269K | Buy |
3,016
+822
| +37% | +$73.3K | 0.01% | 294 |
|
|
2019
Q2 | $200K | Sell |
2,194
-134
| -6% | -$12.2K | 0.01% | 299 |
|
|
2019
Q1 | $208K | Buy |
+2,328
| New | +$208K | 0.02% | 232 |
|
|
2018
Q4 | – | Sell |
-2,360
| Closed | -$238K | – | 281 |
|
|
2018
Q3 | $238K | Sell |
2,360
-18,476
| -89% | -$1.86M | 0.02% | 248 |
|
|
2018
Q2 | $633K | Buy |
+20,836
| New | +$633K | 0.06% | 104 |
|